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Suzano
Suzano (SUZB3) investor relations material
Suzano Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary11 Feb, 2026
Executive summary
Achieved record sales and shipment volumes in pulp and paper for 2025, with pulp up 4% and paper up 10% year-over-year in 4Q25, driven by operational excellence, supply chain performance, and new operations.
Operational efficiencies and the Ribas do Rio Pardo operation contributed to the lowest cash production cost since 2021.
Strategic initiatives included the acquisition of a 51% stake in a global JV with Kimberly-Clark and the integration of US paperboard assets.
Ceased operations at the high-cost Rio Verde Mill to improve cost competitiveness.
Paper and packaging business delivered strong volumes in Brazil and the U.S., with improvements at Pine Bluff and Limeira mills.
Financial highlights
Generated $400 million in free cash flow in Q4 2025, reducing net debt to $12.6 billion and leverage to 3.2x.
Adjusted EBITDA for 2025 was R$21.7 billion, with Q4 EBITDA at R$5.6 billion and margin at 43%.
Achieved lowest cash cost since Q4 2021 at BRL 778/ton, a 3% reduction from Q3 2025.
Paid BRL 1.4 billion in dividends and completed a 15 million share buyback; new program for up to 40 million shares announced.
Liquidity increased to US$6.6 billion, with cash and equivalents plus stand-by facilities totaling R$32.4 billion.
Outlook and guidance
Expect lower sales volumes in Q1 2026 due to seasonality, but anticipate price improvements from announced increases.
Cash production cost of pulp in 2026 expected to remain broadly in line with Q4 2025 levels.
2026 CAPEX guidance reduced by nearly 20% year-on-year, with a capital budget of R$10.9 billion.
JV with Kimberly-Clark progressing as planned, with closing expected mid-2026.
Focus remains on reducing operational disbursement and net debt, supporting a declining cost trend toward 2027.
Detail 4Q25 pulp cash cost ex-downtime drivers
4Q25 cash flow hedge sensitivity to FX
Progress of Kimberly-Clark JV and US paperboard
Quantify 2026 pulp supply impact from delays
Rio Verde mill closure: expected 2026 impact?
What drives CapEx reduction beyond 2026?
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Next Suzano earnings date
Q1 20267 May, 2026
Suzano
Next Suzano earnings date
Q1 20267 May, 2026
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Frequently asked questions
Suzano S.A. is a pulp and paper company that produces eucalyptus pulp, printing and writing paper, and packaging materials. The company also engages in forestry and biomass energy generation. It is headquartered in São Paulo, Brazil, and its shares are listed on the B3.
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